小龙先生|5月 19, 2026 22:06
Justin Sun's 2026 Investment Focus: Always look at the next decade!
In 2016, Justin Sun advised young people not to buy houses and instead bet on $BTC, NVIDIA, and Tesla. Ten years later, NVIDIA delivered a return of nearly 24,000%. By the end of 2025, he proposed the idea: 'Short-term chip shortage, long-term energy shortage, and perpetual storage shortage,' while expressing optimism about four major physical AI tracks: embodied intelligence, drones, spatial computing, and space exploration.
Justin Sun's investment framework: Position at both ends of a track with certainty, without betting on the execution of a single company. Over the past 20 years, the internet has transformed the flow of information, while physical AI is now reshaping the physical world itself.
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